Overview
An insurance brokerage received hundreds of inbound form leads weekly but lacked staff to call every prospect within the golden first hour.
The challenge
Reps spent most of their day on unqualified leads. Hot prospects cooled off while waiting for a callback. CRM records were incomplete after calls.
Our solution
We implemented an AI voice agent that calls new leads within minutes, asks qualification questions, books calendar slots for licensed agents, and writes structured notes to the CRM.
Key deliverables
- AI outbound calling workflow
- Qualification script and branching logic
- Calendar booking integration
- CRM activity logging and call summaries
Results
Agents now focus on pre-qualified appointments. Dial volume dropped while booked meetings increased and data quality improved.
60%
Less manual dialing
35%
More booked appointments
90 sec
Avg. time to first call
100%
Calls logged in CRM
“Our agents finally talk to people who are ready to buy. The AI handles the repetitive first touch perfectly.”